PPVCX Mutual Fund

NAV$9.35

AUM$116M

TER1.36%

Holdings2

PPVCX Mutual Fund

NAV$9.35

American Funds Preservation Portfolio Class C

AUM$116M

TER1.36%

Holdings2

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PPVCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPVCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPVCX Mutual Fund Overlap Analysis

PPVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PPVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, PPVCX may share significant positions with broad-market funds.

PPVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPVCX tax-loss harvesting finds highly correlated but non-identical funds.